Institutional Ownership Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM). We have compiled data on the 943 institutions that hold shares in the stock, with a total of 67.7 Million shares, which have been reported (via 13F filing form) to have a value of $14.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
62
shares
|
$13,528
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
62
shares
|
$13,528
0.01% of portfolio
|
Q4 2024
Reduced 24.39%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
60
shares
|
$13,092
0.0% of portfolio
|
Q4 2022
Reduced 30.23%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
60
shares
|
$13,092
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
59
shares
|
$12,873
0.0% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
52
shares
|
$11,346
0.0% of portfolio
|
Q4 2023
Added 1.96%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
50
shares
|
$10,910
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
45
shares
|
$9,819
0.0% of portfolio
|
Q3 2023
Reduced 39.19%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
45
shares
|
$9,819
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
45
shares
|
$9,819
0.02% of portfolio
|
Q2 2022
Reduced 99.8%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
43
shares
|
$9,382
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
42
shares
|
$9,164
0.0% of portfolio
|
Q1 2023
Reduced 38.24%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
38
shares
|
$8,291
0.0% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
36
shares
|
$7,855
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
33
shares
|
$7,200
0.0% of portfolio
|
Q2 2024
Reduced 99.5%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
30
shares
|
$6,546
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
28
shares
|
$6,109
0.0% of portfolio
|
Q4 2024
Reduced 65.85%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
28
shares
|
$6,109
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
26
shares
|
$5,673
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
26
shares
|
$5,673
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
23
shares
|
$5,018
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
22
shares
|
$4,800
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
21
shares
|
$4,582
0.0% of portfolio
|
Q1 2023
Reduced 53.33%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
20
shares
|
$4,364
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
19
shares
|
$4,145
0.0% of portfolio
|
Q4 2021
New holding
|